Joel Borman

Joel has spent the entirety of his career in institutional superannuation services and finally made the move to explore a more holistic financial planning approach.

With a passion for technical strategies and 5-star customer service, Joel loves engaging with our customers to answer the more difficult questions.

Working in the support section of the advice team, Joel’s focus is to ensure we provide a seamless advice process for our customers from booking meetings to implementing complex solutions.

Outside of work, Joel is most likely on a cricket pitch or planning his next skiing trip.